Import inventory adjustment into QuickBooks

Axis
You can import inventory adjustments from text files or from Excel spreadsheets directly into QuickBooks using the Zed Axis software.  
  1. Download and install the Zed Axis software on your computer
  2. Open your QuickBooks company file as Administrator and open Zed Axis
  3. Select your text file or spreadsheet which contains the inventory adjustments that you want to import.
  4. Set up the a Mapping of the columns in your inventory adjustment import file to the corresponding fields in QuickBooks, as shown below
  5. Click Import and your inventory adjustments will be directly added to your QuickBooks company file.

For more information about importing inventory adjustments into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support.
Inventory Adjustment sample template

Import inventory adjustments

Note: You can either do a Quantity Adjustment which either adds or subtracts, or sets a new quantity (QuantityAdj.NewQuantity) in QuickBooks, 

OR 

you can do a Value Adjustment that sets the new $ value (ValueAdj.NewValue) of the inventory and optionally the new quantity (ValueAdj.NewQuantity).

BUT, if you combine both a QuantityAdj and ValueAdj you will get an error.

QuickBooks field Format  Description 
Account Ref Str 159  The adjustment account that the inventory adjustment will be posted to in QuickBooks 
Txn Date Date The date of the inventory adjustment
Ref Number Str 11 The reference number for the Inventory Adjustment, Axis uses this field to group rows together
Inventory Site Str 31 The inventory site that that adjustment is being made too more here
Customer Ref Str 209 The customer job that the adjustment is allocated to
Class Ref Str 159 The class used to categorize the transaction
Memo Str 4095 The Memo description used on the transaction
ItemRefFullName Str 209 The full name of the inventory item as appears in QuickBooks 
QuantityAdj.NewQuantity quant Sets the new quantity of the item held in stock
QuantityAdjDifference quant Adjust the quantity of the item held in stock
QuantityAdjSerialNumber Str 4095 The serial numbers for the inventory items in the quantity adjustment, multiple numbers separated by commas more here
QuantityAdjLotNumber Str 40 The lot numbers for the inventory items in the quantity adjustment more here
QuantityAdjInventorySiteLocationRef Str 31 The Bin location of the items being adjusted for quantity, in the format Site:Bin more here
ValueAdj.NewQuanity quant Sets the quantity of items held in stock 
ValueAdj.QuantityDifference quant Adjusts the quantity of the item held in stock
ValueAdj.NewValue amt Sets the new value of the item held in stock
ValueAdj.ValueDifference amt Adjusts the value of the item held in stock
Serial Number Str 4095 Records the serial number of the item, more
Lot Number Str 40 Records the lot number of the item held in stock, more
 
Troubleshooting Errors
 
Error: This transaction doesn't support items of this type.
This error occurs when you have specified an Item that is not an Inventory type ie a Service, or Non-inventory, QuickBooks can only adjust inventory quantities of items that are held in stock
 
Article ID: 76, , Modified: November 27, 2018 at 11:38 PM

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